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Hi!
I am the process of attempting to set up the ability to email our AP ACH Remittances and in our testing, if I set up the "Exchange" Server Type for our emails and use the "Template" as our printing option, it appears to work fine. But when I either delete or disable the Word Template and try to use the "Standard" Remittance, it doesn't work. We would prefer to use the "Standard" Remittance but if emailing them out requires the use of the Word Template version, then we will need to make that change. I did try using the "MAPI" Server Type but it isn't working for us.
The main question I have is: Does the emailing of AP Remittances require the creation and use of the Word Template version of the Remittance? I did some internet research on this but couldn't find any definitive. As a side-note, we have modified our Remittance in Report Writer. We are on GP 2018 R2.
Thank you!
Karl Stadick
You may want to consider purchasing Forms Printer from your partner. It can use Crystal Reports or SSRS for emailing and printing.
Karl,
You don't need the Word Add-on for GP if the sole purpose is to print out the reports by using the Word Templates..
The Add-on is only required for the person that does need to customize the report and make changes to the fields. Once the Template has been saved back to GP, it can be printed from any GP client with just the regular Word installed.
Yes, you need the Word Add-in installed if you will be using a modified word template.
Here is a blog that you can refer to for GP 2015/GP 2016, but all the same concepts still apply. It has steps to using the canned check remittance, (and use 'on blank paper') which you should do first, to make sure you have it working before you introduce a modified format. There are also lots of videos on using modified word templates from Microsoft Partners on youtube.
community.dynamics.com/.../quick-step-guide-to-e-mail-pm-eft-remittances-in-mdgp-2015-2016
Thanks
Cheryl W
Microsoft Dynamics GP support
Hi James,
Do you know if I need to install the Word Add-on for all Workstations in order to get the modified Word Template to work?
Thank you!
Karl
Hello Karl,
Only Statements allow for the use of the "Standard" report. All other email functionality requires Word Templates.
Thanks!
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